Tax Season Unraveled: Your Checklist for a Smooth Appointment
Tax time doesn’t have to be taxing! Here at Studle Financial, we’ve turned thousands of tax returns from a tangled mess into a neat stack of success stories. Our secret? A sprinkle of preparation, a dash of know-how, and a team that knows their 1040s as well as their ABCs.
Before you step into our office for your tax appointment, we’ve got a nifty checklist to make sure you’re as ready as a CPA at a calculator convention. From W-2s to 1099s and from your little home office to the big home mortgage, we’ll guide you through every deduction and credit you’re entitled to. So, let’s get your ducks in a row and make this tax season a breeze—Studle style!
Your Essential Tax-Time Checklist: Be Prepared
Arrive with these items, and you’ll be setting yourself up for a smooth experience. Missing a document can be like a missing puzzle piece – solvable, but it’ll take a bit longer to see the big picture. Let’s make this tax season your easiest yet!
Welcome to a stress-free tax season with Studle Financial! Whether you’re joining our financial family for the first time or you’re one of our treasured regulars, a pinch of preparation ensures a world of difference. Here’s your straightforward guide to what to bring for your tax appointment – because the only surprise we like is a bigger refund!
New Clients: Just like the first day of school, let’s make a great first impression! Arm yourself with your previous year’s tax return and any documents relevant to your current financial story. It’s the prologue to your upcoming fiscal year’s success story!
Returning Clients: You’re part of the Studle legacy now! Help us help you by bringing:
- Photo ID and Social Security Information: Ensure you and your dependents are picture-perfect with non-expired government issued IDs and social security cards.
- Bank Details for Direct Deposit: Get your refund swiftly by providing your bank’s routing and account number. Prefer a check? We can do that too!
- Education Expenses: If there’s a scholar in the house, the 1098 T is your homework. No form, no tax credit.
- Income Documents: All your W2s, 1099s, and other income statements are the MVPs of your tax file. Play it safe and bring them all.
- Health Insurance Form 1095-A: Essential for Marketplace shoppers to avoid IRS offsides and delays. If you have a problem getting this form, here is the link.
- Mortgage Interest and Business Assets: Interest statements can lead to big plays on your tax return. Don’t leave these behind. For business assets, contact your creditor for prior year financing information.
- Local Tax Forms: Your preprinted local occupational tax forms are key players for your state game plan.
- Business Deductions: Keep your receipts in line and tallied up before the big day. Need a deductions playbook? Our FAQ section has your back with a handy worksheet.
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We Are Your Financial Resource Hub
At Studle Financial, we understand that navigating the complexities of personal finance can sometimes feel like embarking on an uncharted journey.
That’s why we’ve designed our Quick Links section as your compass in the world of financial prosperity. We believe that access to the right information is a crucial step toward achieving your financial goals.
Here, you’ll find a curated collection of links to essential resources and tools to empower your financial decisions.
Client Information Sheet
Business Tax Deduction Worksheet
KY Business Lookup
Local Occupational Tax Forms
IRS Tools & Resources
IRS Refund Check Status
IRS Amendment Check Status
KY Department of Revenue Website
TN Department of Revenue Website
KY Refund Check Status
FAQs – Financial Playbook
Welcome to the Studle Financial FAQs section, where we aim to demystify the world of personal finance.
We understand that financial decisions can be complex, and questions often arise. That’s why we’ve compiled this resource to provide you with clear, concise answers to some of the most commonly asked questions. Whether you’re curious about retirement planning, tax strategies, or our services, you’ll find valuable insights here.
How can I start planning for my retirement?
Retirement planning begins with setting clear goals and assessing your current financial situation. Our financial advisors can help you create a personalized retirement plan, including strategies for saving, investing, and maximizing tax advantages.
What sets Studle Financial apart from other financial advisory firms?
At Studle Financial, we pride ourselves on our core values of altruism, integrity, and commitment. We offer transparent and straightforward financial assistance, tailored to your unique needs. Our mission is to empower wealth growth and financial stability while fostering a culture of goodwill in the community.
What should I bring to my first meeting with Studle Financial?
For your initial consultation, it’s helpful to bring relevant financial documents, such as tax returns, investment statements, and any specific financial goals or concerns you may have. This will help us better understand your financial situation and goals, allowing us to provide you with tailored advice.
Important Dates to Remember
*Annual Reports need to be filed by July 1st*
Taxes & Extensions
April 15 – Personal Income Tax Return (1040) deadline
May 15 – Tangible Property Tax Return deadline
September 15 – Corporate Tax Returns and Partnership Return deadline
October 15 – Personal Income Tax Return deadline
July 1st – KY SOS annual report
Estimated (1040ES) Payments
January 31- W2’s & 1099’s must be mailed.
January 16 – 4th Quarter estimated payment deadline
April 18 – 1st Quarter estimated payment deadline
June 15 – 2nd Quarter estimated payment deadline
September 15 – 3rd Quarter estimated payment deadline